Established strong client relationships that allowed for mutual trust to educate and sell clients the insurance or financial product they required based on their needs. Developed leads through cold calling to schedule appointments and provide quotes. As well as pivoted during conversations to determine any additional products we could help with. Consistently meeting and exceeded goals set by agent while maintaining a professional manner and commitment to success each day.

Managed a $80,000 budget over the course of 3 months and was responsible for all accounts and providing budget updates to superiors. Organized and oversaw merchandise sales and fundraising efforts that resulted in $3,500 from merchandise sales and $20,000 from donations. Was project manager for 7 emergency home repair projects. Was responsible for project planning, quality control, and volunteer management and safety. Worked with a team of 4 other staff members to oversee the everyday management of a volunteer center housing 100 people a week and over 800 during the course of the summer.

Cultivated meaningful relationships with clients to provide a high level of customer service and resolve issues quickly and effectively. Professionally provided estimates to potential customers and used sales process to follow up and close accounts. Met with current customers to up sell additional services based on their needs. Responsibly handled sensitive customer information and completed production reports through Real Green enterprise system.

Provided outstanding customer service to a diverse range of successful individuals and built long term working relationships. Mentored new caddies through their initial training and was a resource to them as they had questions throughout the summer.Acquired strong interpersonal skills and learned the value of networking through interactions with members. Gained a love of golf through this experience.